Business Process Automation

Configurable approval workflows for any business process that requires sign-off — purchase orders, contracts, expense claims, leave requests, policy exceptions, content publication and onboarding steps. Multi-level approval chains, parallel approvals and sequential sign-offs all handled without custom development per process.

• Approval chain configuration: single, sequential, parallel or hybrid
• Value-threshold routing: different approvers above and below amount
• Role-based approver assignment
• Email and in-app notification to approver on request
• Approve, reject or return-for-amendment actions
• Comment and question thread on approval
• Delegation to deputy approver during absence
• Approval decision locked and auditable

Multi-step process management for requests that move through several stages and teams — a new supplier onboarding that requires procurement, legal, finance and IT steps; a new hire process requiring HR, IT and facilities actions — with each step assigned to the right team and tracked to completion.

• Process template definition with ordered steps and owners
• Step activation on completion of the prior step
• Each step assigned to a role or named individual
• Step status: pending, in progress, completed, blocked
• Comments and file attachment per step
• Progress visibility to requester throughout process
• Step deadline and SLA per process type
• Process history report: completion time per step and total

Workflow branching that routes requests differently based on data — a request above a threshold goes to a senior approver, a request from a foreign subsidiary follows the regional process, a complaint of a certain type goes to the compliance team. Business rules encoded once, applied consistently every time.

• If/then branching based on form field values
• Multi-condition rules: amount AND category AND requester department
• Dynamic approver selection based on data at submission
• Process fork: parallel paths for different aspects of one request
• Process merge: paths converge before final approval
• Rule testing tool before deploying to production
• Rule change history and rollback
• Fallback rule for unmatched conditions

Automated deadline management and escalation that ensures no approval or process step is silently dropped — with reminders to the assigned person, escalation to their manager on non-response, and emergency escalation paths for time-critical processes.

• SLA configuration per process type and step
• First reminder to assigned person at configurable lead time
• Second reminder close to deadline
• Auto-escalation to manager on SLA breach
• Escalation chain: manager, director, VP on consecutive non-response
• Emergency escalation for critical processes
• Breached SLA reporting: who is the bottleneck
• Holiday and out-of-office auto-delegation to prevent blockage

Real-time status tracking for every request and workflow — requesters can see exactly where their request is, which step is in progress and what happens next, without chasing by email. Configurable notifications keep everyone informed at the right moments without notification overload.

• Request status page: current step, completed steps, next steps
• Notification at each stage change for requester
• Assigned person notified on step becoming active
• Notification channel preferences: email, in-app, or both
• Daily digest option for non-urgent workflow updates
• Mobile-accessible status page for approvers on the go
• Manager oversight view: all in-progress requests across team
• Stuck request alert: item not progressed for X days

Complete, immutable audit trail of every action in every workflow — who submitted, who approved, when, what was changed and what reason was given. Provides the evidence trail required for financial compliance, ISO certification, GDPR and regulatory audits.

• Immutable log of every action: submission, approval, rejection, edit
• Timestamp, user and IP address on every event
• Reason capture on rejection or return-for-amendment
• Audit export to PDF or CSV for audit purposes
• Retention policy: audit data held for configurable period
• Tamper-evident logging: changes to past records flagged
• Regulatory report templates: financial, HR and GDPR processes
• Audit access limited to compliance and admin roles